INTEGRA WEALTH

RIASEC RegisteredEst. 2026

Total AUM

$116M

Discretionary

$97.8M

84% of AUM

Avg account

$283K

Accounts

411

Employees

Advisory reps

Firm details

Headquarters: CHATTANOOGA, Tennessee
CRD number: 149999
Registered since: June 4, 2026
Website: www.integrawealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI54.74%
Individuals27.39%
Pension & Profit Sharing Plans16.04%
Charitable Organizations1.34%
Corporations / Businesses0.49%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Integra Wealth is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as some institutional relationships. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify itself as an active ESG investor and is not structured as a capital allocator or related-adviser network.